York Bridge Wealth Partners, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 12, 2018	SELL	N/A	-200 Closed	0 $0
Q3 2017 Oct 27, 2017	SELL	N/A	-70 Reduced 25.93%	200 $9,000
Q2 2017 Aug 14, 2017	BUY	N/A	270	270 $11,000

Others Institutions Holding DEM

# of Institutions

325

Shares Held

44.5M

Call Options Held

4.9K

Put Options Held

0

Morgan Stanley New York, NY

7.14M
Shares

$294 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

$234 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.97M
Shares

$122 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$103 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$90.9 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
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